Hydrous Ethanol Consumption in Brazil Recovers in March

Autômato 30/04/2026

DATAGRO BREAKING NEWS

Hydrous Ethanol Consumption in Brazil Recovers in March

● Hydrous ethanol consumption in Brazil reached 1.799 billion liters in March, up 1.1% compared to March of last year, according to preliminary ANP figures.

● In the January-to-March cumulative, hydrous ethanol consumption totaled 4.966 billion liters (-6.8%).

● Gasoline C consumption grew 2.1% year-on-year to 4.172 billion liters in March, totaling 11.852 billion liters since January (+8.2%).

● This points to a significantly more active Otto cycle fuel market in 2026 — from January to March, a total of 15.328 billion liters of gasoline equivalent of Otto cycle fuels were consumed, an increase of 4.4% compared to the same quarter of 2025.

● There is still potential for a further recovery in hydrous ethanol consumption — approximately 27% of the flex-fuel vehicle fleet was fueled with hydrous ethanol in March, compared to 29.2% a year ago, indicating that there is room to win back consumers who have shifted to gasoline.

CS Brazil: Sugar Production Falls 12% in 1H April and 25/26 Crop Ends in Line with DATAGRO Projection

Autômato 30/04/2026

DATAGRO BREAKING NEWS

CS Brazil: Sugar Production Falls 12% in 1H April and 25/26 Crop Ends in Line with DATAGRO Projection

● According to *UNICA*, cane crushing in CS Brazil reached 19.96 mmt in 1H April, up 19.5% YoY.

● Sugar mix fell 11.78 p.p. YoY to 32.93% in 1H April.

● Consequently, sugar production reached 647 k mt in 1H April, down 12.0% YoY.

● Total ethanol production increased 33.3% to 1.23 billion liters in 1H April.

● As for the final outcome of the CS Brazil 25/26 crop, cane crushing totaled 611.15 mmt (-1.7% YoY).

● It is worth noting that *DATAGRO’s* first cane estimate, published on March 10, 2025, was pegged at 612 mmt.

● Sugar production in 25/26 reached 40.43 mmt (+0.6% YoY), with a sugar mix of 50.38% (+2.32 p.p. YoY).

● Industrial yield in 25/26 fell 2.3% to 137.79 kg TRS/tc.

● Total ethanol production in 25/26 reached 33.72 billion liters (-3.6% YoY), of which 9.19 billion liters came from corn (+12.3%).

Erratum: CS Brazil kicks off the 26/27 crop crushing 38% more cane

Autômato 30/04/2026

DATAGRO BREAKING NEWS

Erratum: CS Brazil kicks off the 26/27 crop crushing 38% more cane

● According to Brazil’s Agriculture Ministry (MAPA), cane crushing in CS Brazil reached 23.06 mmt in 1H April, 21,5% more than a year ago.

● Despite rainfall, higher cane crushing is probably due to higher number of mills in operation and the recovery in cane ag yield.

● Industrial yield hit 104.98 kg TRS/tc (-5.4% YoY) in 1H April.

● Sugar production mix fell 9.0 p.p. YoY to 32.2% in 1H April.

● Sugar production reached 742,247 cbm in 1H April, down 10.2% YoY.

● Ethanol production from cane jumped 32.2% to 971,462 cbm in 1H April.

● Ethanol production from corn increased 12.9% YoY to 404,189 cbm in 1H April.